+131.7%
ADME price history and return analytics
+226.0%
-94.3%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | -2.0% | -2.3% | +0.3% | -0.4% |
| 30D | -4.6% | -5.0% | +0.3% | -1.3% |
| 3M | -3.9% | -4.9% | +1.0% | -0.6% |
| 6M | -0.9% | -1.5% | +0.7% | +0.1% |
| YTD | +6.5% | +8.5% | -2.0% | +0.7% |
| 1Y | +7.3% | +11.4% | -4.1% | -0.4% |
| 3Y | +55.1% | +70.1% | -14.9% | +8.7% |
| 5Y | +31.8% | +53.7% | -22.0% | -2.0% |
| 10Y | +142.1% | +220.0% | -77.8% | +13.2% |
| All | +131.7% | +226.0% | -94.3% | +8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling